B Dade & Helen M Davis Memorial Trust

CHICAGO, IL EIN: 95-6474093

B Dade & Helen M Davis Memorial Trust is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $417K in total assets. In 2025, it awarded 1 grants totaling $20K. Net investment income was $29K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$417K

+1.0% YoY

Annual Giving

$20K

+10.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

+10.8% YoY

Under IRS private-foundation payout rules, B Dade & Helen M Davis Memorial Trust reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.

About B Dade & Helen M Davis Memorial Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $103K (100%)

States

California

Cities

Los Angeles

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$416,587	$412,521	$437,640
Revenue	$31,690	$872	$22,875
Expenses	$27,918	$27,010	$32,881
Qualifying Distributions	$25,404	$23,945	$29,379
Net Investment Income	$29,386	$13,752	$19,902
Distributable Amount	$27,023	$25,499	$25,006

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include California Community Foundation ($19,939).

Recipient	Purpose	Amount
CALIFORNIA COMMUNITY FOUNDATION LOS ANGELES, CA	GENERAL SUPPORT	$19,939

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
NORTHERN TRUST COMPANY	TRUSTEE	40	$6,667

Frequently Asked Questions

How large is B Dade & Helen M Davis Memorial Trust?

As of 2025, B Dade & Helen M Davis Memorial Trust holds $417K in total assets with $32K in annual revenue. It awarded 1 grants totaling $20K in 2025.

Where does B Dade & Helen M Davis Memorial Trust operate?

B Dade & Helen M Davis Memorial Trust has awarded grants in California.

What size grants does B Dade & Helen M Davis Memorial Trust award?

In 2025, B Dade & Helen M Davis Memorial Trust awarded 1 grants totaling $20K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is B Dade & Helen M Davis Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, B Dade & Helen M Davis Memorial Trust reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is B Dade & Helen M Davis Memorial Trust's EIN?

B Dade & Helen M Davis Memorial Trust's EIN (Employer Identification Number) is 95-6474093. IRS Form 990 filing data is available on this page for 2021–2025.